Alexandra Forte is a financial advisor at Janney Montgomery Scott with 22 years of industry experience. She holds a Series 66 designation and has been with Janney Montgomery Scott in various roles since 2010. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, estates, corporations, retirement plans, and municipalities, offering brokerage services, financial planning, and advisory programs.

Craig Stearns is a CFP® with 23 years of industry experience. He is currently with Farther and also owns Stearns Wealth Management, a private entity focused on fixed insurance business. His prior experience includes roles at Integrated Equity Management and Lenox Advisors/MMLIS. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Braeden Ziegler is a financial advisor at Citigroup Global Markets with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup since 2017, following prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, providing a broad range of advisory, execution, and custody services.

Joann Nemis is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 1996. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional sponsors, offering brokerage, financial planning, consulting, and advisory services through both in-house and third-party portfolio management.

Brenda Delmore is a financial advisor with Focus Partners Wealth, LLC, holding Series 63, 65, and 66 licenses and 12 years of industry experience. She previously worked at The Colony Group, LLC, GYL Financial Synergies, LLC, and Resnick Investment Advisors, LLC. Outside of her advisory role, she is an owner of The Bureau LLC, a sales and services business. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporations, and institutions, offering a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis and integrates a broad network of affiliated service companies and product relationships.

Matthew Clements is a CFP® with 19 years of industry experience. He is currently affiliated with Commonwealth Financial Network and has prior experience at Ameriprise Financial Services, Inc. and MJC Wealth Management. He also engages in fixed insurance sales as an outside business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Jacob Cedor is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. He previously worked at Monte Financial Group, LLC and Travelers Insurance, and has a Series 65 credential. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, separate account managers, and private funds, and provides specialized services including retirement plan consulting and charitable advisory.

Emily Burr is a financial advisor at Kestra Advisory with 25 years of industry experience. She holds a Series 66 designation and has worked with Kestra since 2003, serving in advisory roles at both Kestra Investment Services, LLC and Kestra Advisory. Outside of her advisory work, she consults on compliance and plan design features for clients through TR Paul Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, supporting clients such as sovereign wealth funds and large institutional investors.

Michael Kozik is a CFP® with 20 years of industry experience and is currently affiliated with Janney Montgomery Scott. He has worked at Janney Montgomery Scott since 2015. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and various advisory programs.

Scott Moulton is a financial advisor at Hightower Advisors with 25 years of industry experience. He previously worked at Equitable Advisors for 20 years and Axa Advisors, LLC for 16 years. Outside of his advisory role, Moulton serves on the Board of Corporators for The Milford Bank, is a member of the Devon Rotary, and sits on the Executive Board of Directors for the Milford Chamber of Commerce, all in Milford, CT. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers access to mutual funds, ETFs, alternative investments, and custom indexing strategies.

Craig Massicotte is a financial advisor with TIAA-CREF in Hamden, CT, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with TIAA-CREF since 2004. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a range of portfolio management options, including model-based and customized portfolios, and acts as adviser to a donor-advised fund.

Kirk Kolligian is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Merrill Lynch from 1993 and Bank of America from 2009 before joining Janney in 2017. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory programs.

Skyler Spitz is a financial advisor at Focus Partners Wealth, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Focus Partners Wealth, he worked at GYL Financial Synergies and attended the University of North Carolina at Chapel Hill. Focus Partners Wealth serves a diverse clientele including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis, third-party managers, and a broad range of investment strategies across managed and held-away assets.

Ronan Duggan is a financial advisor at TIAA-CREF with 24 years of industry experience. He has been with TIAA-CREF since 2007 and holds Series 63, Series 65, and Series 66 licenses. Outside of his advisory role, he serves as a basketball official. TIAA-CREF’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing relationships through TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management with a fiduciary standard applied to its RIA services.

Dara Gibbs is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2018. Prior to joining Janney, she worked for Prudential Annuities Distributors and Prudential Insurance Company of America for a decade. Outside of her advisory role, she serves on the board of a skilled nursing center and is involved with NeighborWorks, a nonprofit focused on affordable housing and community development, as well as volunteering as a reading tutor. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Kathleen Lombardo is a financial advisor at Oppenheimer with 12 years of industry experience. She holds Series 63 and Series 66 registrations and has been with Oppenheimer since 2013. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation alongside various investment vehicles to construct client portfolios and acts as a qualified custodian for client assets.

John Esposito is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has seven years of industry experience, including roles at GE Capital and Dimatteo Financial prior to joining Esposito Wealth Management. Outside of his advisory work, he presents financial literacy programs at the Huntington Branch Library in Shelton, CT. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction alongside access to proprietary model portfolios and various program structures.

Andrew Derenzi is a financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at JPMorgan Securities, JPMorgan Chase Bank, and Oppenheimer. Focus Partners Wealth serves a diverse range of clients, including individuals, high-net-worth families, corporate and institutional clients, offering services such as investment management, financial counseling, and retirement plan fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates a broad array of asset classes and affiliated service offerings.

Jennifer Hawkins is a financial advisor with Janney Montgomery Scott in New Haven, CT. She holds Series 63 and Series 65 licenses and has 18 years of industry experience, including 16 years with Janney Montgomery Scott. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Brian Marshall is a financial advisor with Focus Partners Wealth, LLC in Westport, CT, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at The Colony Group, LLC, GYL Financial Synergies, LLC, and Resnick Investment Advisors, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, families, institutions, and businesses. The firm employs a long-term investment approach emphasizing tax- and fee-sensitivity within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, and private and registered funds.